PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$620K
3
+$566K
4
XOM icon
Exxon Mobil
XOM
+$517K
5
AAPL icon
Apple
AAPL
+$443K

Top Sells

1
+$3.75M
2
+$359K
3
+$207K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K
5
SYK icon
Stryker
SYK
+$67.2K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.88%
4 Technology 10.71%
5 Utilities 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45K 0.04%
870
+290
252
$45K 0.04%
515
+85
253
$44K 0.04%
1,400
+1,000
254
$44K 0.04%
954
+684
255
$43K 0.04%
346
+36
256
$43K 0.04%
+5,128
257
$43K 0.04%
494
+25
258
$42K 0.04%
357
+180
259
$42K 0.04%
720
+610
260
$42K 0.04%
1,500
261
$42K 0.04%
850
+520
262
$41K 0.04%
+610
263
$41K 0.04%
613
264
$41K 0.04%
10,000
+5,000
265
$41K 0.04%
1,160
+860
266
$40K 0.04%
+1,000
267
$40K 0.04%
669
+202
268
$39K 0.03%
355
+190
269
$39K 0.03%
663
+131
270
$39K 0.03%
+378
271
$39K 0.03%
+510
272
$39K 0.03%
377
-15
273
$38K 0.03%
1,289
+447
274
$38K 0.03%
355
+49
275
$38K 0.03%
1,234
+34
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